AVUS vs. AVUV
Compare and contrast key facts about Avantis U.S. Equity ETF (AVUS) and Avantis U.S. Small Cap Value ETF (AVUV).
AVUS and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVUS is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUS or AVUV.
Performance
AVUS vs. AVUV - Performance Comparison
Returns By Period
In the year-to-date period, AVUS achieves a 23.76% return, which is significantly higher than AVUV's 15.85% return.
AVUS
23.76%
3.62%
13.55%
32.27%
15.42%
N/A
AVUV
15.85%
7.10%
13.70%
31.15%
16.63%
N/A
Key characteristics
| AVUS | AVUV | |
|---|---|---|
| Sharpe Ratio | 2.56 | 1.50 |
| Sortino Ratio | 3.46 | 2.24 |
| Omega Ratio | 1.47 | 1.28 |
| Calmar Ratio | 3.78 | 2.88 |
| Martin Ratio | 15.54 | 7.56 |
| Ulcer Index | 2.11% | 4.19% |
| Daily Std Dev | 12.82% | 21.12% |
| Max Drawdown | -37.04% | -49.42% |
| Current Drawdown | -0.65% | -1.99% |
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AVUS vs. AVUV - Expense Ratio Comparison
AVUS has a 0.15% expense ratio, which is lower than AVUV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between AVUS and AVUV is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
AVUS vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) and Avantis U.S. Small Cap Value ETF (AVUV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AVUS vs. AVUV - Dividend Comparison
AVUS's dividend yield for the trailing twelve months is around 1.23%, less than AVUV's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
AVUS Avantis U.S. Equity ETF | 1.23% | 1.41% | 1.60% | 1.08% | 1.19% | 0.35% |
AVUV Avantis U.S. Small Cap Value ETF | 1.52% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
AVUS vs. AVUV - Drawdown Comparison
The maximum AVUS drawdown since its inception was -37.04%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for AVUS and AVUV. For additional features, visit the drawdowns tool.
Volatility
AVUS vs. AVUV - Volatility Comparison
The current volatility for Avantis U.S. Equity ETF (AVUS) is 4.53%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 8.47%. This indicates that AVUS experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.